SIGNAL ADVISORS WEALTH, LLC
Firm details
- Headquarters
- DETROIT, Michigan
- CRD number
- 301086
- Registered since
- December 8, 2022
- Website
- go.signaladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.74%
- HNWI41.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Signal Advisors Wealth, LLC is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management services. The firm, formed as an LLC and registered with the SEC in 2022, combines advisory work for individuals and small businesses with services for employers and institutional clients, including pension consulting. It also operates as an insurance broker and maintains industry relationships with a law firm and an insurance company. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not identified as a capital allocator and does not report being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities25%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds4%
- State & Local Bonds1%
Owners & executives
3 of 3James Morris
Chief Compliance OfficerCRD 3148242
Tiffany Young
President, CEOCRD 7022455
PATRICK KELLY
Co-Founder & CEOCRD 5931188
Contacts
3 of 39Nolan Stokes
Investment Advisor RepresentativeCRD 6877013
Jesse Grutz
Investment Advisor RepresentativeCRD 6825801
Levi Allison
Financial AdvisorCRD 7987227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 431Active vs passive
$1.3B in ETFs
56%
$705M
28%
$561M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $76.8M | 1,003,334 | 6.07% |
Location
DETROIT, MI
WAYNE
Location
DETROIT, MI
Headquartered in DETROIT, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 1555 Broadway St
- Time zone
- ET (UTC-5)
- Office locations
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